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The blog below is based on the acceptance speech of Sara Llewellin, Barrow Cadbury Trust’s CEO, for the prestigious Compass Award at the 2019 European Foundation Centre (EFC) Annual General Assembly in May 2019, in Paris.

“Thank you very much Massimo for those very generous words and for this most astonishing award. I must say I am really stunned, although I am sure as usual I won’t be lost for words.

I am a great believer that awards and honours are symbolic of the achievements of many hands and not of one person alone. In our foundation we work on structural change for social justice ends across a variety of disciplines. Structural change can never be brought about without many hands working together over a sustained period of time augmented with hefty doses of savvy, luck and timing. So an award to me is an award to all those many hands we work with in our own foundation, in other foundations and in civil society and beyond.

As an award though, this also comes at an opportune time, showing solidarity with us in the UK who remain determinedly European in the face of our impending changing status in the European Union. Thank you to the many of you who have extended the hand of friendship to us. And, of course, this is an award for all us women who have contributed to philanthropy over time and to the EFC itself over the past 30 years.

My first EFC board meeting was the 20th anniversary nearly 10 years ago. I was shocked to find only three other women in a roomful of 30 or so men. I want to pay tribute to those women – Ingrid Hamm, first Vice Chair, Suzanne Siskel and Betsy Campbell, who looked after me that week and have been a source of inspiration since.  And to the men who supported us over the intervening years and even at times stood aside.

EFC governance has changed dramatically since then.  Our first woman Chair Ewa Kulik-Bielińska brought a freshness to the role as a central/Eastern European. Many other women colleagues have stepped up and contributed greatly. This diversity is crucial as I passionately believe that no good things flow from poor governance, wherever or whatever we are doing.

We are living in difficult times and facing many challenges. As we have explored over the past couple of days, there are threats to liberté and egalité which we must all play our part in changing.  We started the conference by equating ‘philanthropie’ to fraternité and I will add sisterhood to that and frame them together as solidarity. Sisterhood is powerful!  As Antti Arjarva reminded me we are a broad church working in a wide variety of fields: research, climate change, culture, medicine, education and much more. Yet the key European values of liberté, egalité and solidarity can and must run through them all.

So let us all go back to work next week seeking to work in a spirit of equality and solidarity, using all the assets at our disposal to protect liberty, to increase equality and to keep improving the governance of our own organisations and that of those we support.

Thank you to all my EFC colleagues – Gerry and the staff and governing body – and of course to our own fabulous board and team at the Barrow Cadbury Trust.”

Meghan Benton and Aliyyah Ahad at Migration Policy Institute outline the possible outcomes of a No Deal Brexit for UK nationals and their family members living in the EU

Following the dramatic defeat of Theresa May’s Brexit deal in the UK Parliament this week, all bets are off when it comes to whether the UK will crash out of the European Union on 29 March without a Brexit deal. A no deal scenario would have seismic ramifications for the legal residence, work rights, benefits and pensions, and health care for nearly 1 million UK nationals living on the continent. But 30 months after the Brexit referendum, and with the hourglass running out on the UK’s fated departure, EU-27 Member States are finally starting to offer some reassurances on citizens’ rights.

Contingency planning regarding citizens’ rights – the status of more than 3 million EU nationals in the UK, and UK nationals in the European Union – had been shelved, despite considerable consensus on this topic throughout the UK-EU negotiations. This was in part because citizens’ rights were seen as an important bargaining tool by both sides. And the European Commission, keen to avoid breaking the bloc, imposed a moratorium on bilateral discussions with the United Kingdom outside of official negotiations, a prohibition that filtered through to officials in Brussels literally taking pains to avoid each other on the street. Yet with the 29 March Brexit Day looming and No. 10 Downing Street and Westminster trapped in mazes of their own making, the European Commission recently has shifted to Plan B, urging Member States to take a ‘generous’ approach to protecting UK nationals in the case of a no-deal Brexit.

Until recently, Member States released few details on what their plans would include. France was first to the table with a draft legislative proposal in October that, among other things, would enable Brits working in the French government to avoid a general prohibition on employment of third-country nationals for certain civil service jobs.

In December, Italy announced it would allow all current registered or permanent residents to stay. In early January, the Dutch government published its plans for a 15-month transition period in the case of no deal, during which all municipally registered British citizens will be able to apply for a national residence permit on the same basis as other EU nationals. And the Spanish government has promised a contingency plan is forthcoming, and in the meantime agreed a partial deal with the UK government on voting rights. It is likely other Member States will follow suit over the coming months.

Gaps in the contingency planning

But are these announcements all too little, too late? Time is extremely short to address the multiple complex issues thrown up by a no deal, from qualification recognition to health care and pensions. And given many of these issues will require bilateral agreement, there are significant questions about timing and stopgaps to avoid temporary chaos.

Among the major outstanding questions as governments step up contingency planning:

How will negotiations move ahead on issues that require bilateral agreement?

While much is possible through unilateral action, including granting residents the right to stay and access to labour markets, other areas, such as social security co-ordination, require bilateral agreement. For instance, retirees are concerned they will miss out on annual inflation-related increases to their pensions (known as uprating). Gaps in health care coverage could arise both for UK nationals resident in the EU-27 and for British visitors accustomed to the existing scheme of free or low cost reciprocal medical treatment. While the UK government introduced a bill that would establish a legal framework for reciprocal health care, it takes two to tango. Member States have been instructed by the European Commission to ‘refrain from entering into bilateral agreements, arrangements, and discussions with the United Kingdom’. The European Commission is trying to balance two competing priorities: Its desire to underscore the significant costs that come with no deal, and chaos minimisation for companies and citizens. But there is only so much that is possible to achieve unilaterally, and waiting for the deal to be unequivocally dead may mean waiting till Brexit Day – when many UK nationals will be left unprotected. Moreover, bilateral deals take time to negotiate, not to mention ratify and implement.

Another option is for the European Commission to provide a stopgap of its own, essentially ringfencing the citizens’ rights aspect of the deal. While it is unlikely that the Commission would move ahead with this while the withdrawal agreement is still nominally in the UK government’s in-tray, it could start preparing on this front.

What happens to people who fall through the cracks?

The stopgap systems already announced by Italy and the Netherlands will be based on municipal registration systems, but many countries lack full registration for all resident UK nationals. In some countries, barriers to registration have pushed many mobile EU nationals into a state of limbo. In Sweden, for instance, the requirement to have a permanent employment contract makes it hard for EU nationals to register for a personnummer. In other places, registration has not been required, enforced, or encouraged. And countries with large numbers of seasonal residents, such as Spain and Cyprus, are thought to have chronic levels of under-registration – a problem that especially affects pensioners, as an MPI Europe report recently noted.

Countries without compulsory registration may have to consider introducing new systems for UK nationals to register. But then the question arises as to what documentary evidence will be required. Any requirement to show backdated documents, such as evidence of years of work or residence, necessarily creates a trade off between inclusiveness and deterring fraud: you either choose to accept almost any documentation (making it possible that UK nationals could move to any EU country in the future and claim they entered before the cut off date) or impose certain requirements (running the risk that some will fall through the gaps).

Deal or no deal, questions remain whether people will be required to show evidence of legal residence in order to be able to stay – this could include evidence of comprehensive health insurance for students and the inactive, although Italy has promised to drop this requirement following the UK promise to do so in relation to EU nationals. (Last summer, the UK government promised to secure the status of UK-resident EU nationals regardless of the outcome of negotiations through its new ‘settled status’ system, which is already being trialled – albeit with some teething problems, including a lack of support for applicants and reported issues with data privacy).

Those forced to return to the UK could also be confronted with challenges. Returning UK citizens with medical and financial vulnerabilities could face delays accessing the National Health Service and benefits reserved for those ‘ordinarily resident’. And without so called ‘Surinder Singh rights’, UK nationals with non-British family members would again have to meet UK income requirements for family migration – upwards of £22,400 for a partner and one child. Mixed status families could be especially affected, according to a recent MPI Europe analysis.

How can Member States ensure orderly processes?

Especially in localities with large numbers of British residents, processing residence applications after Brexit could overload already burdened immigration offices. Dordogne, France was already struggling with the carte de séjour system, which in July was booked until October, causing Brits to incorrectly book up the appointments for non-Europeans. Germany has promised that British citizens will have a three month grace period after Brexit Day to possess a German residency title. The Berlin immigration office points out that it coped with the refugee crisis and can handle the increased workload. But it also asks for patience: An estimated 15,000 registered UK nationals in Berlin will need to book an appointment within that three-month window.

When the stopgap is the best option

While contingency planning for UK nationals after Brexit is a positive step given the sheer unpredictability of how the British Parliament will resolve the current chaos, there is too little time to address all issues. At most one can hope for a stopgap. Existing deficiencies in municipal registration systems and barriers to accessing health care are likely to be amplified hundredfold by a no deal Brexit – in ways that cannot even be anticipated yet. Those who are currently vulnerable are likely to remain vulnerable – or worse.

Michelle Mittelstadt is Director of Communications and Aliyyah Ahad is Associate Policy Analyst  at Migration Policy Institute and MPI Europe

 

 

A blog by Debbie Pippard, Director of Programmes, Barrow Cadbury Trust. Originally written for 360 Giving http://www.threesixtygiving.org/ 

I’ve always thought of myself as a reasonably data-savvy person – I love a good spreadsheet and, given a quiet half-hour, can even navigate my way around the Office for National Statistics database . But I’ve increasingly realised that the world of data has not only got bigger thanks to the drive towards open data, but also a whole lot easier to understand and use with the wealth of new datasets and tools available to ease analysis and visualisation.

Barrow Cadbury Trust is an independent family foundation, aiming to influence policy and practice through the funding, collation and dissemination of evidence. We work on a small number of social issues: criminal justice, economic justice, racial justice and gender justice. We were among the early group of funders to publish our grants in the 360Giving standard. One of the joys of being in that particular family is getting to see all the weird and wonderful ways in which grantmaking data can be combined with new tools to provide a visual snapshot of the ways in which grants are made and used. A couple of my favourites are CharityBase for its practicality and David Kane’s Chord Diagram for its ability to crunch thousands of funding relationships into a single picture.

Our involvement in 360Giving has made me reflect on how we use data at the Trust. I’ve picked out five ways, though of course there are more.

  1. Firstly, and most obviously, we use data to understand our grantmaking. That data comes from our own database – but like other funders that publish to 360Giving we can start to use the visualisation tools to bring that data to life. Every year I collate information about our grantmaking to present to Trustees. To be honest, it tends to be on the dry side. This year I’m looking forward to showing some interactive visuals to supplement the tables and graphs.
  2. We use data to develop programme approaches. Our migration programme has a strong focus on strategic communications: reaching across silos to have a better conversation about migration and integration. Public polling helps us and our partners understand people’s views and design interventions. Hope Not Hate’s “Fear and Hope” series has helped us track changing public opinion – a good example of how trend data can add to the richness of our understanding of an issue.
  3. Data is essential to plan our work and understand our impact. Take our Transition to Adulthood campaign as an example. Our aim is to persuade policymakers and practitioners to recognise the unique needs, and opportunity for change, presented by young adults in the criminal justice system. We need data about incidents, locations, severity of offences, demographics of offenders and other datasets to prioritise our interventions. And we need to track that data to understand whether the numbers are going in the right direction.
  4. Evaluation, which or course is meaningless without data.
  5. Last, but by no means the least, of my five is understanding how we fit into the funding landscape. For example, 360Giving means we can look at who else is funding projects in Birmingham (it’s interesting to see how Birmingham City Council has been using the data). Until now, we haven’t been able to get an overview of where the funding is going, and where the gaps are. It means we can search for organisations that perhaps we don’t know yet but who can help us add to our evidence base for policy change.

And the note to self? To spend a few of the quiet days of early January getting to grips with some of these new tools. I recently attended the Data4Good conference. It, and 360Giving’s recent Data Visualisation Challenge, has made me realise we are moving toward a post-spreadsheet world – and I no longer need to spend so much time putting together raw data, but can have more fun and communicate my data better with people for whom lines of figures are an anathema.

Andrew Bazeley,  Policy and Insight Manager at Fawcett Society, updates us on the progress of the ‘Does Local Government Work for Women?’ Commission

This International Women’s Day falls in the centenary year of (some) women first getting the vote in general elections. But for decades before women had been both voting and even standing in local government elections, although sporadically, usually on the basis that they were the heads of wealthier households and as a result council ratepayers. The sister of Fawcett’s founder Millicent, the trailblazing doctor Elizabeth Garrett Anderson, was elected Mayor of Aldeburgh ten years before the 1918 law that recognised women’s right to the Parliamentary vote.

Despite that longer history of women’s voting rights, when it comes to women’s representation at local level the pace of change has been inexcusably slow – in fact Parliament has now caught up. We are at just a third women on our councils, and 32% in Westminster.

Supported by the Barrow Cadbury Trust, up to summer 2017, Fawcett and the LGiU ran a year-long commission to ask the question: “Does Local Government Work for Women?” Our answer was often an emphatic “no”. With just 4% of councils having a maternity policy for councillors; with sexist comments directed at 4 in 10 councillors by others within their party, and sexual harassment received by 10%; and with too little done to tackle a male-dominated working culture, it is clear things need to change.

Since the report was launched, we’ve made some steps towards altering this picture, and we’re carrying on our campaigning work on this. The parties are taking heed; councils from Wigan and Stockport to North Buckinghamshire have passed motions about the report and are taking action; and we are in discussions with the Government about what they can do to shift the structures that keep women out. Barrow Cadbury Trust’s support has enabled us to push sexism in our town halls up the agenda.

One of the most shocking findings of the Commission was that 94% of those holding a seat at the table of the new Combined Authorities were men. These are effectively the “cabinet” role for the new city regions across the country, from Greater Manchester to the Tees Valley – and in six of those regions they report to one of the entirely-male “metro mayors”.

These are brand new structures – and so it is shocking that no thought has been given to the gender makeup they would have when introduced. But while we continue to campaign for that to change, we can’t wait. We need women’s voices to be heard in the important policy discussions those Combined Authorities are having right now.

That’s why, supported by Barrow Cadbury Trust and by the Smallwood Trust, we are working with regional partners in Greater Manchester and the West Midlands to campaign for that to happen. We are bringing together diverse women in workshops over the next two months to hear what matters to them, to reflect on our research findings, and to campaign together for policy change. We want to show that there is another way for these new structures to ensure that they hear women’s voices and make decisions that reflect the impact that gender has on their lives. Find out more.

Darren Walker, President of the Ford Foundation, spoke in early November at an LSE event hosted by the International Inequalities Institute.  Barrow Cadbury Trust’s Living Wage intern, Sian Williams, went along to hear his thoughts on how he sees the future of modern philanthropy

Are you sitting comfortably? If so, then your foundation might need to rethink its approach to philanthropy. This was the message from President of the Ford Foundation Darren Walker, as he addressed the audience at LSE’s evening event ‘Investing in Equality: the role of capital and justice in addressing inequality’. The Ford Foundation is one of the largest and most influential foundations in the US, and has been committed to advancing human welfare and reducing inequality for more than 80 years.

Uncomfortable Truths: The New Gospel of Wealth

Walker explained that modern philanthropy has largely been motivated by generosity. He referred to American industrialist Andrew Carnegie’s 1889 essay ‘The Gospel of Wealth’, which has had a considerable influence on modern philanthropy. Carnegie felt that it was the moral duty of the wealthy to redistribute their surplus wealth in a responsible and generous manner.

However, Walker argued that generosity is not enough, and today’s philanthropy must instead be driven by the quest for justice. Generosity, he argued, allows those who are privileged to remain comfortable in their giving, and insulated from some of the uncomfortable truths in society. Justice-driven philanthropy on the other hand requires the privileged to become a little uncomfortable. It involves tackling structural inequality and bringing about systemic change. This is what Walker calls ‘The New Gospel of Wealth’. This approach was in part inspired by Martin Luther King Junior’s comment that“Philanthropy is commendable, but it must not cause the philanthropist to overlook the circumstances of economic injustice which make philanthropy necessary.”

Changing the Narrative

Walker also stressed the importance of looking critically at the culture, structures and practices within our own institutions. Foundations excel at the rhetoric of change and progress but are often less good at putting this into practice in their own organisations. For example, when it comes to hiring practices, there are significant hurdles to overcome around diversity and the inclusion of individuals with ‘authentic knowledge’ that comes from having lived experience. He believes it is important to acknowledge our own privilege and biases, and reflect on where our institutions fall short.

Despite highlighting the many injustices which make philanthropy necessary, Walker remains positive about the future. He warned against promoting a narrative of hopelessness which renders people vulnerable and insecure. Instead he proposed challenging prevailing narratives, empowering communities and giving voice to the disadvantaged. To do this foundations must continue to invest in the three I’s: individuals, institutions and ideas. Crucially, we should not shy away from the uncomfortable truths in society, at the same time as addressing the underlying causes of inequality.

 

 

 

 

 

Debbie Pippard, Head of Programmes at Barrow Cadbury Trust, asks what can be done to support a strong and healthy civil society both here and overseas.

The Barrow Cadbury Trust was set up by husband and wife, Barrow and Geraldine Cadbury, almost 100 years ago.  We consider ourselves to be part of, as well as funders of, civil society and we still follow the old Quaker imperative (since adopted widely by others) of ‘speaking truth to power’.  That’s something we can do more or less with impunity in the UK, but this is not of course the case in all areas of the globe.

And because we see ourselves as very much an active player and partner in civil society, CAF (Charities Aid Foundation) approached the Trust to be a partner in its 2017 party conference fringe events around the issue of what has come to be known as the ‘shrinking space for civil society’ – the increasing trend of governments around the world to pass regressive laws that affect freedom of association, and repress the ability of people to speak up on important issues of civil liberty.

Bad news for civil liberties

The figures speak for themselves but are shocking nonetheless.  More than 120 laws constraining freedom of association and assembly have been proposed and enacted in 60 countries since 2012 – that’s a huge blow to individual and community rights and impedes good governance and the development of healthy societies where everyone has a chance to achieve their potential.

Here in the UK of course we have a rich heritage of charities and community organisations – and that rich heritage has had a vital part to play in the creation of the liberal democracy in which we live.  Our civil society – both its existence and its governance – is admired across the globe, not only by activists struggling in repressive regimes, but by those much closer to home in Europe.

The reaction of colleagues in countries we respect such as the Netherlands and the Nordic countries of Scandinavia to changes in UK law and regulation such as the Lobbying Act and the proposed Anti-advocacy Clause are surprise and bewilderment.  Of course the changes proposed for charities look relatively trivial compared to some of the changes we’ve seen in other countries such as Hungary.  But they undermine a long history of communities of citizens linked by common interests and collective activity and the comfort offered to those seeking to suppress opposition in parts of the world where speaking up comes at a great price.  The UK is seen as a world leader in supporting freedom of speech and protecting human rights – it’s hard to overestimate the impact that even small steps to limit freedoms of civil society has in other countries where political leaders seek to repress opposition.

Using international development to bolster civil society

Many on the international stage look to the UK as an example of best practice in charity law and governance, and see the benefits of a “thick layer” of civil society (to quote our colleague Jordi Vaquer from the Open Society Foundation).  It’s easy to take our own attitudes and traditions for granted and forget how influential the charity sector is in the UK.  That’s why in the party conference events with CAF we took as our theme the exploration of ‘international development as an example of the UK’s soft power’.

The UK can influence global behaviour and help set the conditions for positive social change by consciously setting an example and using our resources and experience to support the development of a strong civil society in countries with which we have relationships. The Government’s continuing commitment to the 0.7% aid target is very welcome.  We’d like to see a good part of those funds used to support the growth and maintenance of civil society. Soft power – projecting values through influence, ideas and the power of persuasion – is a powerful tool for influence overseas. By using our funds wisely, and by setting an example at home, we can use our heritage of a strong civil society to influence the change we’d like to see.

Debbie Pippard

Notes

Barrow Cadbury Trust’s contribution towards the costs of the fringe events came from the Barrow Cadbury Fund.

Read about CAF’s Groundwork for Global Giving campaign

Read NPC’s ‘The Shared Society needs a Strong Civil Society’

Find out about work on this issue co-ordinated by the European Foundation Centre

 

Katharine Sacks-Jones, Director of Agenda, and Donna Covey, Director of AVA (Against Violence and Abuse) blog about next steps for the Mapping the Maze project.  This blog was originally published on the Agenda website.

Services for the most marginalised and vulnerable women are scarce and increasingly under threat.

This is something that, working in the women’s sector, we already know.

We know this from our conversations with professionals who are working with women and are struggling to maintain services against smaller and smaller budgets.

We know this from the women themselves, whose lives are difficult enough, who jump hurdle after hurdle to access basic support or are left sitting on waiting lists for months. When help finally arrives, it fails to meet their specific needs. So they begin again, trying to find their way out of a system that often sets them up to fail.

What Mapping the Maze, the new project by AVA and Agenda, enables us to do is back-up women’s voices and their accounts of the challenges they face, with a geographical and numerical picture of the reality on the ground.

It aimed to find out what support was available to women experiencing multiple disadvantage who may be at risk of homelessness, substance misuse, poor mental health, offending and those who have more complex needs.

It shows that support specifically for women is not good enough. There are not enough services and provision is patchy across the country. A woman’s ability to access a service depends very much on where she lives – in some areas there is a range of services, in others there appears to be none at all.

In only 19 areas of England and Wales – out of 173 – can women access services that address all of the following issues: substance misuse, mental health, homelessness, offending for women and complex needs.

More mixed services may be available – but many of these will not cater for the specific needs and experiences of women.

That is because women experience multiple disadvantage in different ways to men. In particular they are more likely to have histories of extensive abuse and violence, the trauma impacting the course of their lives. The support they get needs to take this into account.

Therefore, mixed services are often not appropriate and can even be unsafe for women. For example, homeless and substance misuse services are often dominated by men – some of whom will be abusers – which at the very least can be intimidating for women and at worst, dangerous. That is why women-only support is so important.

Another challenge highlighted by Mapping the Maze is that most services only address single issues like substance misuse or mental health. If a woman does not fit the narrow parameters getting onto the service requires, she can be passed around a range of different services, none of them quite meeting her needs, leaving her unable to address the full range of challenges she faces.

That is not to say good services do not exist – they do. There are many organisations across the country doing fantastic work under challenging circumstances.

For Mapping the Maze, we spoke to a number of professionals working with women. They told us that they are being asked to provide more for less and are under pressure to hit targets that do not take account of the incremental, smaller gains that put women on a long-term path to rebuilding their lives.

We also consulted with women themselves, who told us what they wanted from service. They valued feeling safe in caring women-only environments where they are heard and understood, have support that is flexible and accessible and does not feel rushed.

Government, commissioners and service providers need to better respond to what women want and improve commissioning and services to reflect their needs.

Mapping the Maze provides evidence to back up the reports of professionals and women in the sector of the need for significant improvements and investment in support, with a focus on women-only and trauma-informed care.

We need central government to take the lead on this so that women facing multiple disadvantage – wherever they live – have a chance of making a new future for themselves and their families.

Find out more about Mapping the Maze

 

This morning the Connect Fund was launched by the Barrow Cadbury Trust in partnership with the Access Foundation to support shared tools and initiatives that build a better social investment market. The fund will support intermediaries and infrastructure organisations to make social investment work for a wider, more diverse range of charities and social enterprises.

Social investment can be complex. At its best, a well-functioning social investment market prioritises impact and catalyses social change. The goal is to start with the beneficiary and maximise social outcomes. In reality, risk, return, and deal structures often take priority – leading to what we call a “finance first” approach. The result is that not enough charities and social enterprises access simple, affordable, repayable finance.

I have heard mixed views on the social investment market. After years of hard work to build the sector, many are discouraged. There are still many challenges. The sustainability of many funds and advisors remains uncertain. Social investment intermediaries struggle to meet the finance needs of the bulk of the social sector. Yet others are bullish about the promise of impact investing, for-profit social businesses, and developing impact funds for mainstream financial markets.

Social innovation is happening in communities all over the UK. Creative solutions to health, homelessness or housing – to name a few – are inspiring. These initiatives need funding. In the ‘new normal’, uncertainty prevails and access to grants or public resources is scarce. Social investment can be a resource for enterprise-driven charities or social enterprises to achieve mission with new revenue streams.

The social investment market has reached a turning point. Investing in social ventures, property initiatives and secured loans has worked reasonably well. But providing charities and social enterprises with low cost, unsecured, blended finance, hasn’t really taken off. The pipeline for new investments is relatively thin. Small to medium sized charities, social enterprises and community businesses form the core of the UK social sector, where real impact is generated. Can we continue to ignore the finance gap?

Social investment has come a long way since 2009 when the Barrow Cadbury Trust made its first foray into the current market. How will the sector define its next phase of development? Should the market move upstream to attract mainstream investors? A “finance first” model that requires market-level returns drives many intermediaries to move in this direction. What happens if social investment becomes disconnected from the communities where impact is created?

Social investment is only a good thing if it keeps social mission at its heart. Values like diversity, equality, social justice, and mission are critical. If we lose sight of these values in the market, where will the “social” be in social investment? The market will simply reflect the existing financial sector.

At this stage, there are more questions than answers. The immature state of the market means there are many resource and infrastructure gaps. Social enterprises need capacity building. More diverse participants with strong connections to places or sectors may be required. No doubt the solution lies in a combination of factors.

Some of these challenges can be addressed by catalysing shared resources and market infrastructure; and by testing new ways for existing voluntary sector infrastructure to engage with social investment. The Connect Fund will strive to support positive solutions to build a better social investment market through a process of consultation and collaboration, underpinned by learning.

Jessica Brown, Connect Fund Manager

14 June 2017

David Cutler, Director of the Baring Foundation, writes about why the Baring Foundation has taken the lead in the creation of an Independent Inquiry into the Future of Civil Society starting work this month.  

Since 1969, the Baring Foundation has given grants to voluntary sector organisations seeking to tackle discrimination and disadvantage. One of our first grants was to Centrepoint which was founded in the same year. In 1995, with the collapse of Baring Bros bank, the Foundation became an independent entity with a sharper focus on the role of civil society through our Strengthening the Voluntary Sector Programme.

At the same time, Nicholas Deakin was chairing the Independent Inquiry into the Future of the Voluntary Sector. Its report, published a year later, did much to establish the rules of engagement between central government and the voluntary sector, especially through the Compact. The latter agreement acknowledged the contribution of the voluntary sector to civic life and also sought to protect that role, particularly by recognising the right of an independent sector to advocate on the behalf of those it serves.

We were fortunate enough to secure Nicholas Deakin as a trustee who went on to lead our Strengthening the Voluntary Sector programme. The Foundation focused its social justice grant-making from 2006 on the question of the independence of the voluntary sector. We knew that concerns about independence were not confined to the UK. (And these concerns have only grown more widespread and more acute, with Civicus estimating last year that over half the world’s governments were engaged in legislation or other action to restrict the freedom of civil society.) The impact of some of the grants we made is captured here.

Our concerns over the freedom of the voluntary sector are of course not party- political. The grants programme was launched under a Labour Government, we initiated the subsequent Panel on the Independence of the Voluntary Sector under the Coalition Government and the Independent Inquiry will work under a Conservative Government. The Panel on the Independence of the Voluntary Sector brought together widely respected leaders from civil society to analyse systematically the opportunities and pressures on civil society.

Like all good ideas, many people saw the need for a broad look at the future of civil society. NCVO had planned to mark its centenary in 2019 with such an Inquiry and have very generously given £100k in research resources to the Independent Inquiry. The Panel on the Independence of the Voluntary Sector in their third report in 2014 concluded that ‘a “new settlement” is required between the voluntary sector and key partners, particularly the state, but this needs to be underpinned by a shared understanding of the distinctive contribution of an independent voluntary sector. This thought was then elaborated in a subsequent collection of essays by Civil Exchange published the same year. Special mention in all this must go to Caroline Slocock who as Director of Civil Exchange has been a great champion for the independence of the voluntary sector and her most recent report sponsored by Lankelly Chase and ourselves is an important contribution to the Inquiry.

In taking the decision to commit £200k in core funding as an anchor pledge for the Inquiry, the Foundation is very much in the debt of Margaret Bolton who, acting as an independent consultant for us, spoke to a range of potential stakeholders regarding the prospect of an Independent Inquiry. Her careful analysis was critical in securing the essential support of seven other foundations as core funders:

  • Barrow Cadbury Trust
  • Calouste Gulbenkian Foundation UK
  • City Bridge Trust
  • Esmée Fairbairn Foundation
  • Lankelly Chase
  • Lloyds Bank Foundation for England and Wales
  • Paul Hamlyn Foundation.

This has been more than a group of funders signing cheques and lending their very significant weight to a project; rather they shaped the very nature of the enterprise, and continue to do so. However, the Inquiry is strictly independent from its funders as we believe deeply that it should be free to state whatever views it concludes, even if these are uncomfortable ones.

As a partnership this group then took the vital step of finding a Chair for the Inquiry. After interview, the funders unanimously and enthusiastically invited Julia Unwin to take up the position of Chair. This she has done with great energy and consummate skill since she stood down as the CEO of the Joseph Rowntree Foundation. One of Julia’s first tasks was to form a Panel to support her – the result is a diverse group of people with a huge amount of experience in and outside the voluntary sector. Lastly, through an intensely competitive open process, a Secretariat for the Inquiry was appointed, led by Forum for the Future in partnership with Citizens UK, Goldsmiths, University of London and Open Democracy. Diversity has been a very important principle in designing the Inquiry, not only as regards equalities but also in perspective and experience.

As the House of Lords Select Committee on Charities in its recent report Stronger charities for a stronger society puts it: ‘charities are the eyes, ears and conscience of society. They mobilise, they provide, they inspire, they advocate and they unite’. Civil society is being challenged, it seems, ever more regularly about how it runs itself and these challenges need to be honestly and confidently addressed. In a time of political upheaval, civil society also needs to engage with deep societal and environmental changes regarding inequalities and discrimination, social cohesion, digital technology and automation in the workplace, ageing, devolution and climate change, to name but a few. The time is right for a broad look at how civil society serves all of society and how it can best be organised in the future.

So over the next two years, we look forward to a conversation between all corners of civil society and with society more broadly. The end of the Inquiry in 2019 will coincide with the Foundation’s 50th anniversary year and a strategy review. Its conclusions will be an important guide for us as we embark on our next 50 years.

The Independent Inquiry will be launched on 20 April.

It is still relatively rare for funders to collaborate both with other funders and organisations working on the frontline. Here, in an article originally published by Trust and Foundation News (the membership magazine of the Association of Charitable Foundations (ACF)) , Debbie Pippard of Barrow Cadbury Trust and Cathy Stancer of Lankelly Chase join with Andy Gregg of ROTA (Race On The Agenda) and Jeremy Crook from BTEG (Black Training and Enterprise Group) to outline the co-creation and progress of a new alliance fighting ethnic inequality.

Funder collaboration is an increasingly normal part of the way foundations work. Issues as diverse as migration, mental health stigma, early intervention, women and multiple disadvantage, and child sexual exploitation are being approached by funder collaboratives of varying shapes and sizes. It still appears to be a new idea, however, to explicitly set out with the aim of co-creating priorities and actions with those working in NGOs in the field – in other words a genuinely mixed alliance. This is the story of one such alliance, one between race equality organisations and funders.

It started with a call from the Big Lottery Fund, which led to a loose alliance of funders coming together over a shared concern about ethnic inequality and social justice in late 2015. This was a diverse group working on a wide range of issues – health and wellbeing, poverty, criminal justice, arts and heritage, education, extreme disadvantage. The common thread is a concern about the stark ethnic inequalities that are apparent in systems and communities. In the criminal justice system, just to give one example, Black and Minority Ethnic (BAME) communities are over-represented in prison: approximately 25% of prisoners are from a BAME background, compared with being only 13% of the wider population. The situation is worse for under-18s: over 40% of those in secure youth institutions are from BAME backgrounds, up significantly from 25% a decade ago. Despite decades of activism and legislation it is clear that we are not born equal: race and ethnicity still have a substantial impact on life chances and experiences.

Collective dialogue

Rather than funders deciding on a course of action, in early 2016 the funder alliance began a collective dialogue with key race equality organisations, co-creating a number of priority areas. This was and remains a complicated thing – power dynamics are at play, there are questions of who is and is not at the table. Can expectations raised by the coming together of so many funders be met? Are funders really prepared to be open about their processes and to change their practice?

We haven’t resolved these issues but we are still in dialogue, being as open as we can be with each other, building relationships and reminding ourselves of our shared purpose when things get difficult. Our work has started to crystallise around two issues, and jointly we are exploring the development of a strategic communications project, and a co-ordinated response to the government’s Race Disparity Unit (which will synthesise data on racial inequalities in public services).

Hate given licence

The work of our fledgling collaborative was given an added urgency by the Referendum last June and the spike in hate crime that followed it. It is unlikely this represented a sudden upsurge in racist sentiment. Instead it seems that the rhetoric surrounding the referendum, and the post-referendum environment, has made people with racist or xenophobic views feel more comfortable expressing these openly. The election of Donald Trump and the rise of the far right across Europe adds to the sense of a continuing trend and to the importance of renewed engagement with this issue and solidarity with those directly affected.

In our collaborative, the race equality organisations reported on a growing unease and sense of threat felt by BAME organisations and communities. Funders were keen to identify some ‘quick wins’. Together we came up with ideas, which we offer as potentially helpful to others in the funder community who want to show solidarity with those affected:

  • Talk about inequalities, race and racism. Mention it on your website. Name it as an issue. Keep it on the agenda.
  • Talk to race equality organisations to find out what has happened post-referendum. Reporting mechanisms for hate crime are fragmented so it is not always easy to get a complete picture – supporting existing or new reporting mechanisms, or funding race equality bodies, is helpful.
  • Use your convening power to bring people together to discuss the issues highlighted by the referendum and subsequent events and to consider how to respond together.
  • Support work that brings people from different communities together in meaningful shared activity or in dialogue. Under the right conditions interpersonal contact is one of the most effective ways to reduce prejudice between majority and minority group members.
  • Review your own policies and procedures for unintentional bias against BAME organisations. Increasing your permeability might help with this – consider offering a secondment to someone from a local BAME organisation or inviting a review of your procedures.
  • Few trusts and foundations are leading by example: our senior management teams and boards lack diversity. Are there steps that you can take to improve this, or to bring diverse voices into your organisation?

Reviewing our practice

As well as working collaboratively with the race equality sector, the funder group continues with its own separate cycle of meetings, at which we discuss and reflect on our own processes and learn from each other. Members have responded in a range of ways. For example, some have undertaken equalities audits or reviewed our grant-making practices. Several of us have made ourselves more open to BAME organisations through secondments. We are learning to be comfortable saying we haven’t got it right and we want to improve.

All trusts and foundations that want to increase their contribution to race equality are very welcome to join the funder alliance, the funder/race equality sector collaborative or both. We don’t have all the answers but we think working in the spirit of genuine partnership, with all the joys and challenges it brings, is the right thing to do.

For more information contact Cathy Stancer or Debbie Pippard